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๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $2.59 (Est. $2.53) โ , -7.5% YoY.
โข Revenue: $25.40B (Est. $25.38B) โ , +5.9% YoY.
โข GAAP EPS: $0.09 (vs. $2.12 YoY).
โข Adj. Net Earnings: $6.34B, -6.8% YoY.
โข Innovative Medicine Revenue: $16.76B, +7.7% YoY.
โข MedTech Revenue: $8.64B, +2.5% YoY.
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๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข FY2026 Revenue: $101.0Bโ$101.4B, midpoint $101.2B (Est. $101.38B) ๐ฐ, raised from $101.1B midpoint.
โข FY2026 Adj. EPS: $11.05โ$11.15, midpoint $11.10 (Est. $11.08) ๐ฐ, raised from $11.04 midpoint.
โข FY2026 Adj. Operational Sales Growth: 6.4%โ6.8%, midpoint 6.6%.
โข FY2026 Adj. Operational EPS: $10.95โ$11.05, midpoint $11.00.
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q3 Adj. EPS beat consensus by ~2.4%, while revenue came in broadly in line with expectations.
โข Innovative Medicine grew 7.7%, driven by oncology and immunology, with DARZALEX revenue up 15.4%, CARVYKTI up 35.5% and TREMFYA up 68.3%.
โข Oncology revenue climbed 16.4% to $7.60B, while STELARA sales declined 54.4% amid competitive pressure.
โข MedTech grew 2.5%, supported by cardiovascular products, including Shockwave (+16.8%).
โข GAAP EPS fell sharply to $0.09, reflecting a major litigation-related charge and strategic transaction costs.
โข J&J received FDA authorization for its OTTAVA robotic surgical system and advanced several key drug programs.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โJohnson & Johnsonโs strong third-quarter performance and increased sequential growth reflect the accelerating momentum of our focused portfolio.โ
